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Disclosery

DFIV DIMENSIONAL ETF TRUST

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SHS (fund)

846 managers (855 13F filers) reported a position in DFIV shares at 2026-03-31, 279,791,727 shares in all. 87 filers opened a position and 30 filers sold out during the quarter.

Managers
846
13F filers
855
New
87
Added
363
Reduced
274
Sold out
30
Shares held by filers
279,791,727

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
STALEY CAPITAL ADVISERS INC8,302$438K0.02%new13F-HRTimeline
Westmount Partners, LLC8,272$437K0.11%+2,79113F-HRTimeline
Samalin Investment Counsel, LLC8,262$436K0.15%+7013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,251$435K0.01%+38913F-HRTimelineGroup
BRIGHTON JONES LLC8,190$432K0.01%new13F-HR/ATimeline
Atria Investments, Inc8,187$432K<0.01%-53,50913F-HRTimeline
Forthright Family Wealth Advisory LLC11,736$431K0.29%new13F-HRTimeline
Ponta Wealth Partners, LLC8,167$431K0.35%013F-HRTimeline
CRA Financial Services, LLC8,082$427K0.06%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,943$419K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,939$419K+62Timeline
Parkside Financial Bank & Trust7,805$412K0.03%+60813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,686$406K0.05%-26913F-HRTimeline
Redhawk Wealth Advisors, Inc.7,629$403K0.04%+50113F-HRTimeline
MAYPORT, LLC7,608$402K0.07%new13F-HRTimeline
Huntleigh Advisors, Inc.7,473$394K0.07%013F-HRTimeline
Argyle Capital Partners, LLC7,459$394K0.28%new13F-HRTimeline
Clayton Financial Group LLC7,428$392K0.2%013F-HRTimeline
Baker Avenue Asset Management, LP7,400$391K0.01%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…7,355$388K0.08%013F-HRTimeline
Pekin Hardy Strauss, Inc.7,321$386K0.04%+5013F-HRTimeline
Flagstone Financial Management7,320$386K0.1%-33113F-HRTimeline
Harvest Investment Services, LLC7,305$386K0.07%013F-HRTimeline
RS CRUM INC.7,272$384K0.07%013F-HRTimeline
Busey Bank7,151$377K0.01%+2,94813F-HRTimeline
Goldstein Advisors, LLC7,116$376K0.04%013F-HRTimeline
Nalls Sherbakoff Group, LLC7,043$372K0.27%+26913F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …7,015$370K0.33%013F-HRTimeline
Matisse Capital7,000$369K0.16%013F-HRTimeline
Ridgewood Investments LLC6,963$368K0.15%13F-HRTimeline
ALTFEST L J & CO INC6,924$365K0.04%-15513F-HRTimeline
SHUFRO ROSE & CO LLC6,838$361K0.02%013F-HRTimeline
VERITY Wealth Advisors6,771$357K0.24%013F-HRTimeline
Meramec Financial Planners, LLC6,418$356K0.14%+1313F-HRTimeline
Dynamic Advisor Solutions LLC6,736$356K0.01%+213F-HRTimeline
GDS Wealth Management6,692$353K0.02%new13F-HRTimeline
Tassel Capital Management, Inc.6,643$351K0.19%-11713F-HRTimeline
Seaside Wealth Management, Inc.6,605$349K0.1%-36513F-HRTimeline
Flavin Financial Services, Inc.6,553$346K0.23%+25413F-HRTimeline
PRIVATE TRUST CO NA6,488$342K0.03%+62513F-HRTimeline
Generations Wealth, LLC6,449$340K0.33%-7813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…6,443$340K0.01%013F-HRTimelineGroup
Daytona Street Capital LLC6,328$339K0.26%013F-HRTimeline
Grant Street Asset Management, Inc.6,332$334K0.06%+1213F-HRTimeline
Bridgewater Advisors Inc.5,987$333K0.02%013F-HRTimeline
Facet Wealth, Inc.6,274$331K0.01%+1,96413F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,210$328K0.02%013F-HRTimeline
Sowell Financial Services LLC6,202$327K0.01%-3713F-HRTimeline
RENASANT BANK6,160$325K0.23%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,005$317K0.08%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,924$313K<0.01%013F-HRTimelineGroup
GRANDFIELD & DODD, LLC5,856$309K0.02%013F-HRTimeline
Noble Family Wealth, LLC5,842$308K0.06%-66313F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners5,818$307K0.04%+2,36813F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC5,794$306K0.01%013F-HRTimeline
Intrua Financial, LLC5,790$306K0.03%-513F-HRTimeline
Safeguard Investment Advisory Group, LLC5,710$301K0.08%+12313F-HRTimeline
KDK Private Wealth Management, LLC5,641$298K0.27%013F-HRTimeline
Atlas Private Wealth Advisors5,640$298K0.07%+913F-HRTimeline
Global Trust Asset Management, LLC5,565$294K0.11%-48013F-HRTimeline
VestGen Advisors, LLC5,252$291K0.01%+97913F-HRTimeline
FinDec Wealth Services, Inc.5,478$289K0.35%013F-HRTimeline
Ellis Investment Partners, LLC5,464$288K0.05%+67613F-HRTimeline
Cogent Private Wealth, Inc.5,326$281K0.2%013F-HRTimeline
Triad Wealth Partners, LLC5,302$280K0.02%-97513F-HRTimeline
SAPIENT CAPITAL LLC5,289$279K<0.01%new13F-HR/ATimeline
GM Advisory Group, LLC5,272$278K0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,251$277K0.01%+74213F-HRTimeline
WNY Asset Management, LLC5,219$275K0.03%13F-HRTimeline
Avion Wealth5,140$271K0.06%013F-HRTimeline
Caldwell Trust Co5,130$271K0.02%013F-HRTimeline
Granite Bay Wealth Management, LLC5,073$268K0.06%013F-HRTimeline
CWS Financial Advisors, LLC5,068$267K0.07%-58313F-HRTimeline
Rockwood Wealth Management, LLC5,067$267K0.02%013F-HRTimeline
DBK Financial Counsel, LLC5,045$266K0.2%013F-HRTimeline
Castleview Partners, LLC5,028$265K0.14%-12913F-HRTimeline
Intentional Wealth Strategies, LLC4,986$263K0.25%13F-HRTimeline
Clearstead Advisors, LLC4,980$263K<0.01%+2,43713F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,960$262K0.02%new13F-HRTimeline
Jacobi Capital Management LLC4,933$260K0.01%+15013F-HRTimeline
Orion Capital Management LLC4,928$260K0.09%013F-HRTimeline
Leading Edge Financial Planning LLC4,886$258K0.05%-8013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,859$256K0.09%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,838$255K<0.01%013F-HRTimeline
Ausdal Financial Partners, Inc.4,833$255K0.01%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,759$251K<0.01%-2,32413F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding4,740$250K+627Timeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,726$249K<0.01%new13F-HRTimelineGroup
Range Advisory, LLC4,675$247K0.05%+9613F-HRTimeline
Bell Bank4,646$245K0.01%013F-HRTimeline
Everhart Financial Group, Inc.4,623$244K0.02%+57113F-HRTimeline
Citrine Capital LLC4,548$240K0.1%013F-HRTimeline
Clarity Wealth Development LLC4,507$238K0.19%013F-HRTimeline
Exit Wealth Advisors, LLC.4,499$237K0.12%+913F-HRTimeline
Roble, Belko & Company, Inc4,489$237K0.03%013F-HRTimeline
Stirlingshire Investments, Inc.4,489$237K0.21%new13F-HRTimeline
Delos Wealth Advisors, LLC4,481$237K0.14%new13F-HRTimeline
Canal Capital Management, LLC4,477$236K0.03%+913F-HRTimeline
Summit Wealth Group, LLC4,471$236K0.05%+21913F-HRTimeline
Foundations Investment Advisors, LLC4,459$235K<0.01%new13F-HRTimeline
Balefire, LLC4,451$235K0.04%new13F-HRTimeline
Foundry Financial LLC4,441$234K0.1%+42413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC4,434$234K0.07%+113F-HRTimeline
Cooke Wealth Management, LLC4,375$231K0.2%new13F-HRTimeline
Towneley Capital Management, Inc / DE4,375$231K0.05%+913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,363$230K<0.01%013F-HRTimelineGroup
Caprock Group, LLC4,302$227K0.01%-19213F-HRTimeline
Level Wealth Management LLC4,274$226K0.11%new13F-HRTimeline
SIGNATUREFD, LLC4,263$225K<0.01%-3013F-HRTimeline
180 WEALTH ADVISORS, LLC4,208$222K0.03%new13F-HRTimeline
Heron Bay Capital Management4,189$221K0.02%new13F-HRTimeline
Gateway Wealth Partners, LLC4,160$220K0.01%new13F-HRTimeline
Rinkey Investments4,147$219K0.06%013F-HRTimeline
Kinloch Capital, LLC4,138$218K0.09%new13F-HRTimeline
Whitener Capital Management, Inc.4,135$218K0.05%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,129$218K0.02%013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC4,126$218K0.1%new13F-HRTimeline
Sigma Planning Corp4,120$217K0.01%new13F-HRTimeline
CGN Advisors LLC4,110$217K0.02%-1,10313F-HRTimeline
Heritage Investment Group, Inc.4,094$216K0.03%-34413F-HRTimeline
3 FACTOR INDEXING, LLC4,083$216K0.2%13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,047$214K0.04%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,970$210K0.13%new13F-HRTimeline
Physician Wealth Advisors, Inc.3,961$209K0.03%-8913F-HRTimeline
Brio Consultants, LLC3,820$209K0.03%new13F-HRTimeline
Belpointe Asset Management LLC3,937$208K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC3,937$208K0.03%new13F-HRTimeline
Anson Capital, Inc.3,917$207K0.14%new13F-HRTimeline
IHT Wealth Management, LLC3,885$205K<0.01%new13F-HRTimeline
Life Planning Partners, Inc3,811$201K0.15%new13F-HRTimeline
Vawter Financial, Ltd.3,800$201K0.08%new13F-HR/ATimeline
Keebeck Wealth Management3,791$200K0.02%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC3,534$187K0.01%+3,52413F-HR/ATimeline
McIlrath & Eck, LLC3,423$181K0.01%+313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,318$180K<0.01%+1,07013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,327$176K<0.01%+713F-HRTimelineGroup
Atomic Invest LLC3,352$172K0.08%new13F-HRTimeline
True Wealth Design, LLC3,003$158K0.04%-9413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,897$153K<0.01%+53413F-HRTimelineGroup
SITTNER & NELSON, LLC2,760$146K0.05%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,657$140K0.07%+27713F-HRTimeline
TFC Financial Management, Inc.2,627$139K0.02%-40713F-HRTimeline
BankChampaign, National Association2,451$129K0.13%+2,10113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,404$127K0.01%+2,30513F-HRTimelineGroup
Dogwood Wealth Management LLC2,331$123K0.05%+413F-HRTimeline
MBM WEALTH CONSULTANTS, LLC2,313$122K0.03%new13F-HRTimeline
Operose Advisors LLC2,239$118K0.03%+1,06913F-HRTimeline
Wilmington Savings Fund Society, FSB2,224$117K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.2,188$115K0.09%+413F-HRTimeline
Pinnacle Bancorp, Inc.2,182$115K0.03%-4713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,992$105K<0.01%+76213F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.1,963$104K0.01%013F-HRTimeline
Pacific Center for Financial Services1,916$101K0.03%+6413F-HRTimeline
Measured Wealth Private Client Group, L…1,904$100K0.03%-17713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,856$98K<0.01%-14,75613F-HRTimelineGroup
Retirement Wealth Solutions LLC1,849$97.6K0.06%013F-HRTimeline
Hickory Point Bank & Trust1,792$94.6K0.06%new13F-HRTimeline
Arax Advisory Partners1,787$94.3K<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC1,737$91.7K0.02%+1413F-HRTimeline
DecisionPoint Financial, LLC1,625$85.8K0.02%+313F-HRTimeline
Investment Research & Advisory Group, I…1,600$84.4K0.03%new13F-HRTimeline
Godfrey Financial Associates, Inc.1,496$79K0.07%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,469$77.5K<0.01%new13F-HRTimeline
American Capital Advisory, LLC1,464$77.3K0.03%-44413F-HRTimeline
Forum Finance Group S.A.1,795$77K0.04%13F-HRTimeline
SYM FINANCIAL Corp1,444$76.2K0.01%013F-HRTimeline
CX Institutional1,448$76K<0.01%+313F-HRTimeline
Capital Advisors, Ltd. LLC1,423$75K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,406$74.2K<0.01%-1,40613F-HRTimelineGroup
Paladin Advisory Group, LLC1,335$70.5K0.05%013F-HRTimeline
Basepoint Wealth LLC1,293$68.2K0.04%new13F-HRTimeline
FIRST COMMUNITY TRUST NA1,287$67.9K0.05%013F-HRTimeline
JNBA Financial Advisors1,254$66.2K0.01%+52313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,230$64.9K0.01%013F-HRTimeline
Dunhill Financial, LLC1,217$64.2K0.02%+1713F-HRTimeline
SIMPLEX TRADING, LLC1,215$64.1K<0.01%new13F-HRTimeline
CENTRAL TRUST Co1,056$55.7K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,054$55.6K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC1,050$55.4K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,045$55.2K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,010$53.3K<0.01%new13F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC1,007$53.1K0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.1,002$52.9K<0.01%+50213F-HRTimeline
Qube Research & Technologies Ltd1,000$52.8K<0.01%-2,90813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,000$52.8K0.02%013F-HRTimeline
Bogart Wealth, LLC994$52.5K<0.01%+113F-HRTimeline
Prosperity Bancshares Inc942$49.7K0.04%013F-HRTimeline
Sound Income Strategies, LLC930$49.6K<0.01%+3913F-HRTimeline
Prudent Man Investment Management, Inc.970$48.4K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…916$48.3K0.02%+91613F-HRTimelineGroup
Private Wealth Management Group, LLC904$47.7K0.01%013F-HRTimeline
Redwood Park Advisors LLC706$37.3K0.03%+113F-HRTimeline
West Financial Advisors, LLC666$35.2K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC625$33K<0.01%13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC615$32.5K<0.01%013F-HRTimelineGroup
Strategic Wealth Advisors LLC600$31K0.02%new13F-HRTimeline
Key Financial Inc576$30.4K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.560$29.6K0.02%+4013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC551$29.1K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.549$29K0.01%013F-HRTimeline